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List of related questions and answers «Financial and payment management»

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2 answer
07.08.2021, 21:26
Add request link from forum when sending invoice email template
Hello! I ask you to add a link to the request from the forum in the letter template when sending an invoice for payment (investment). Now it is not...
22 answer
06.08.2021, 19:04
Error when fiscalizing a return check
Previously, the return check was created without payments in progress. As proof, here is a list of processes (30 pcs) in which a return check is fi...
1 answer
Payment accounts not showing in progress
The interface is configured that, regardless of legal. individuals, you can select accounts for making payments. But it doesn't work, for examp...
5 replies
05.08.2021, 11:50
Question about the payment creation tab
When creating a payment, the list of clients is not pulled up for me. Even when I click on the button to select a contact - I enter the data - Find...
8 replies
Goiter with a post-employee
Please help me to sort out the goiters with the post-employees and let me know that you are my accountant. for the butt, we have a process for whi...
2 answer
Personal license
04.08.2021, 16:07
One of the integrations with Monobank does not work
Recently, it became possible to connect several Monobank cards. We connected two: https://crm.stylesalon.com.ua/admin/shop/integrations/monobank-in...
1 answer
The OS does not have the ability to connect multiple monobank accounts
Now in MVP there is an opportunity to connect several cards Now there is no such thing in the OS settings (you can't add multiple accounts) ,...
1 answer
No mass work with payments
Previously there was such functionality In the OS I tried to do the same, but payments cannot be sent to the "payments" application I t...
2 answer
Payment automation not working
There are settings https://onetos.org.ua/app/automatization-payment/update/edit/ My task is that if I update the payment (change its category or li...
6 replies
02.08.2021, 07:20
Possibility to connect several monobank accounts
Hello! Once functionality was added to connect multiple accounts to monobank: https://crm-onebox.com/ru/support/integration-with-onebox/2242-otseni...